Blogs

5i Research was founded by Peter Hodson; one of the "Warren Buffetts of Canada" according to the Globe and Mail.

The Canadian Insider blog discusses news and insight found among executive and significant shareholder filings in Canada.

Follow Nicholas Winton who runs gohht.com for market insight and great stock ideas.

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New Friday on INK Ultra Money: The sun is shining on Canadian Financials

Here is what's new today on INK Ultra Money. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. The sun is shining on CIBC and Canadian Financials  - INK Research (Subscriber content)

It is rare to see insider buying at a big Canadian bank, never mind seeing that buying when the stock is rallying. However, that is what INK Research has spotted at CIBC (CM). That is a development that could foreshadow relatively sunnier days ahead for Canadian stocks.

CIBC joins BMO and BNS with a mostly sunny outlook

There is also an audio download available below (free).

New Thursday on INK Ultra Money: What the Fed cut means and Yangarra bargain hunters

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to free episodes from Real Vision. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. What the Fed Cut Means for the Treasury Trade - Real Vision (Free)

Tony Greer, editor in chief of The Morning Navigator, breaks down the FOMC’s decision to cut interest rates and discusses why he thinks it’s business as usual for markets. In this interview with Alex Rosenberg, Greer walks through the recent spikes in both oil prices and the repo market respectively, highlights the trade war’s impact on the bond market, and reviews where he expects the 10-year Treasury note to head next. Filmed on September 18, 2019.

 

Greer is bearish on bonds

New Wednesday on INK Ultra Money: Fed day special with Komal Sri-Kumar

Here is what's new today on INK Ultra Money.

1. Bonds: The Fed & Trade Wars - Real Vision (free content)

Komal Sri-Kumar, president of Sri-Kumar Global Strategies, updates his home-run trade on Treasuries and reviews his current outlook for recession. In this interview with Jake Merl, Sri highlights the upcoming FOMC meeting, discusses why the trade war is the main driver for the bond market, and notes his expectations for the 10-year Treasury yield. Filmed on September 17, 2019.

 

Komal Sri-Kumar: Trade war will influence direction of rates

Tuesday on INK Ultra Money: Monetary policy hits the wall plus gearing up in the oil patch and an update on uranium

Here is what's new today on INK Ultra Money.

1. When Monetary Policy Isn't Enough - Real Vision

Change is coming. Christophe Ollari, founder of Ollari Consulting, predicts that we have seen the peak of monetary easing for this cycle. In its place, Ollari argues that policy will tilt toward a new sort of “Social QE” - involving central banks and governments in Europe, Japan, and the U.S. acting in concert. Ollari explains the political ramifications of this shift in policy, and speaks to what it means for markets. Filmed on September 13, 2019 in London (subscriber content).

 

Christophe Ollari: There is a fracture

New Monday on INK Ultra Money: Will Dhaliwal, Ginn and Hughes hit the mark with Gatling?

Here is what's new today on INK Ultra Money.

1. Will Dhaliwal, Ginn and Hughes hit the mark with Gatling?- INK Research

This morning the INK Top 20 Gold Report is in focus with its theme on stocks with relatively low share counts. One of the stocks making it into the list this month is Gatling Exploration (GTR). INK Research takes a look at the share structure, management team and the latest drilling results.

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The INK Sept. 16 Morning Report in 90 seconds

This is premium content available to INK Research subscribers. However, we have also posted a free version on our YouTube channel. There is also an audio download available below.

INK Canadian Insider Index follows copper to multi-week high at 1130.90

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the INK Canadian Insider Index jumped 17.8 points or 1.6% to 1130.90. That brings the INK CIN a torrid 3 week gain of about 60 points or 6.5%.

MACD added 0.04 points to move to 5.58. RSI increased 7.73 points or 13% to 68.21.

Putting the attack on Abqaiq, Saudi Arabia in context for Monday

As has now been widely reported, more than half of Saudi Arabia's oil production supply was knocked out Saturday in an attack on Abqaiq oil facilities claimed by Yemen’s Iran-aligned Houthi rebel group. Saudi Arabia has indicated it will provide an update on their production situation by sometime Monday. 

While oil prices are likely to climb in the immediate aftermath, the more important question is what happens after the initial excitement passes. As Nick Colas from DataTrek Research explains in this August 22nd Real Vision interview, the oil price, not just the yield curve, is an important recession indicator. The interview provides insightful context for the week ahead given the attack.

Nick Colas on the importance of oil as an indicator

Will the September rally now start to rollover?

On August 26th in New York, Charlie McElligott, managing director of cross-asset strategy at Nomura Holdings, sat down with Ed Harrison to talk equity market volatility. For anyone considering deploying capital across asset classes this month, it is a much watch video. Charlie has nailed the early month equity rally. Here is what he had to say about the direction of the market,

Insights: The FAANGs are losing some of their bite

When Jacqueline Hansen from the CBC National News asked me about our take on big US tech stocks, I suggested that recent insider selling in weak FAANG stocks was a warning sign. We address the outlook for FAANG stocks in this week's Insights newsletter. Keeping with that theme, our insider of the week is a FAANG CEO who has been selling. Our clip of the week heads to the gold group which has seen some big money move into it. Click here to read the newsletter.

Will Apple's iPhone launch make or break the stock?

Apple (AAPL) will unveiled its latest iPhone this morning west coast time. Will the new model determine whether the stock makes a move either up or down? Based on our INK Edge signals, it just might. Right now, the stock has a Mixed INK Edge outlook. CEO Tim Cook's selling last month has helped to cloud the picture.

Tim Cook (red circle on chart) has been selling lately under a trading plan

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